|
376
|
Evercore Wealth Management
New York
|
$57K
|
–
|
–
|
–
|
|
|
377
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$51K
|
–
|
–
|
–
|
|
|
378
|
Whittier Trust
South Pasadena,
California
|
$45K
|
–
|
–
|
–
|
|
|
379
|
Gupta Wealth Management
San Diego,
California
|
$43K
|
+$47.1K
|
+1,893
|
New
|
|
|
380
|
Piershale Financial Group
Barrington,
Illinois
|
$42K
|
+$46.1K
|
+1,850
|
New
|
|
|
381
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$39K
|
–
|
–
|
–
|
|
|
382
|
Smith Affiliated Capital
New York
|
$38.5K
|
–
|
–
|
–
|
|
|
383
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$35K
|
-$33K
|
-1,325
|
-46%
|
|
|
384
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
385
|
Kings Point Capital Management
Great Neck,
New York
|
$34K
|
+$15.6K
|
+626
|
+72%
|
|
|
386
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$29K
|
+$32.1K
|
+1,289
|
New
|
|
|
387
|
Cable Hill Partners
Portland,
Oregon
|
$26K
|
–
|
–
|
–
|
|
|
388
|
CenterStar Fund
Chicago,
Illinois
|
$25K
|
–
|
–
|
–
|
|
|
389
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$25K
|
+$2.71K
|
+109
|
+11%
|
|
|
390
|
US Financial Advisors
Braintree,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
391
|
Reilly Financial Advisors
La Mesa,
California
|
$23K
|
–
|
–
|
–
|
|
|
392
|
Washington Trust Bank
Spokane,
Washington
|
$23K
|
+$24.9K
|
+1,000
|
New
|
|
|
393
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21K
|
-$1.87K
|
-75
|
-7%
|
|
|
394
|
D.A. Davidson & Co
Great Falls,
Montana
|
$18K
|
–
|
–
|
–
|
|
|
395
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
396
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$16K
|
–
|
–
|
–
|
|
|
397
|
Versant Capital Management
Phoenix,
Arizona
|
$15K
|
+$16.5K
|
+664
|
New
|
|
|
398
|
Thompson Davis & Co
Richmond,
Virginia
|
$14K
|
-$12.5K
|
-500
|
-45%
|
|
|
399
|
WhitTier Trust Company
Reno,
Nevada
|
$12K
|
–
|
–
|
–
|
|
|
400
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
